Expertise, Trust and Personal Service

Our Core

Financial Success does not happen by accident. It requires special planning and expertise. We strive to achieve your financial goals while you live your busy life. With our combined expertise, you can be confident that we will customize a solution to your needs. Contact us today about the Fiduciary oath and difference.

Gassan Kassira

Gassan Kassira is the Founding member of Kassira Wealth Management LLC which specializes in providing financial planning and portfolio management services to high-net worth individuals, families and small businesses.

Gassan has held several corporate positions including Financial Analyst, Controller and Strategic Planning Manager for multi-billion dollar Fortune 500 companies. He has successfully started and managed several small businesses himself and thoroughly understands the investment and economics of wealth management.

Gassan earned a Bachelor’s degree in Business from the University of Tennessee, earned his MBA in International Finance from the University of Colorado and an Executive Certificate in Financial Planning from Georgetown University. He is a CERTIFIED FINANCIAL PLANNER™ and member of The Investments & Wealth Institute ® . Gassan has over 20 years of experience in corporate and personal finance, and through those pursuits has managed over a billion dollars in assets.

Rast Gozeh

Rast Gozeh is the Chief Investment Officer of Kassira Wealth Management and has a successful track record of providing solutions to Plan Sponsers and Institutions.

Prior to Kassira Wealth Management, Rast held various roles with T. Rowe Price, a premier active management firm. He has managed over $1 billion in AUM and catered solutions to plan sponsors of all sizes.

Rast earned an MBA in Finance from the University of Colorado. He is a CFA^® charterholder and has over 8 years of experience with personal finance.